Investment Research & Advisory Group, Inc.
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1802136
ATLANTA, GA
Position in BNT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$938
+$28 QoQ
Shares Held
22
-96.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 113 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Investment Research & Advisory Group, Inc. holds $3,810,907 across 2 Insurance - Diversified names. BNT ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
7,614 | $3,809,969 | |
| 2 | BNT |
Brookfield Wealth Solutions Ltd.
This page
|
22 | $938 |
All Filings in BNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938 | 22 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 BAMR | — | 565 | Shares | Sole | 2026-04-20 | |
| 2026-03-31 | $910 | 22 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 BAMR | — | 565 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $1,010 | 22 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 BAMR | — | 565 | Shares | Sole | 2025-10-22 | |
| 2025-09-30 | $1,027 | 15 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 BAMR | — | 565 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $926 | 15 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 BAMR | — | 565 | Shares | Sole | 2025-04-21 | |
| 2025-03-31 | $782 | 15 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 BAMR | — | 565 | Shares | Sole | 2025-01-21 | |
| 2024-12-31 | $861 | 15 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 BAMR | — | 565 | Shares | Sole | 2024-10-23 | |
| 2024-09-30 | $797 | 15 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 BAMR | — | 580 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 BAMR | — | 580 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 BAMR | — | 580 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 BAMR | — | 580 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 BAMR | — | 580 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 BAMR | — | 580 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 BAMR | — | 580 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 BAMR | — | 2,250 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 BAMR | — | 2,250 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 BAMR | — | 2,250 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 BAMR | — | 2,250 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||